This guide helps you understand why each insight is good to know and how it helps you analyze your portfolio
Your portfolio concentration
A more concentrated portfolio means just a few investments can affect your overall portfolio performance.
Your net worth ratios
You can categorize your portfolio by asset class, sector, currency or region. By comparing the largest allocation in each category to the second largest allocation, you can check for potential concentration risks in any category.
Your currency exposure
This helps you understand that changes to exchange rates can affect your overall portfolio even if the underlying investment value remained the same.
